CSB
IVES

City State Bank’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

City State Bank’s Portfolio IVES Stock Details IVES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.1K Hold
500
– – ﹤0.01% 474
2026
Q1 		$14.2K Hold
500
– – ﹤0.01% 496
2025
Q4 		$15.8K Hold
500
– – ﹤0.01% 487
2025
Q3 		$16.1K Buy
+500
New +$14.4K ﹤0.01% 472

Other funds holding IVES

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $125M AUM
SAM
Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

City State Bank's IVES Position: Q2 2026 in Review

City State Bank held its Dan IVES Wedbush AI Revolution ETF (IVES) position steady in Q2 2026 at 500 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

City State Bank first reported a position in IVES in Q3 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • City State Bank held 500 shares of Dan IVES Wedbush AI Revolution ETF worth $19.1K as of Q2 2026.
  • City State Bank left its Dan IVES Wedbush AI Revolution ETF share count unchanged in Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of City State Bank's portfolio in Q2 2026, its #474 holding.
  • City State Bank first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.